Report Builder - 'Who' Functionality

wboyle111121

Hello,

I'll preface this by saying that I think the answer is no, but I wanted to check for other people's thoughts.

In our project plans, we have a Project Manager field that lives in a Contact type column. There are many projects we run where we have multiple Project Managers assigned. Each PM has their own dashboard for tracking projects, which is built from our aggregate/roll-up sheet. Using the 'Who' functionality, we have built individual views for each PM, however when multiple PMs are assigned, by default those projects don't show up in their list. We are wondering if the Who functionality can be used to say something like Contains PM instead of Equals PM. Whenever a different combination of PMs is assigned to a project, the Who criteria needs to be updated to contain the combination of users. Screenshot example is attached.

I'll probably end up submitting a feature request later today if I'm right and this isn't possible at this time.

Thank you!

Wade

Smartsheet - Reports - Who Function.PNG

Paul Newcome

In my testing, I assigned multiple users to the same row using a multi-select contact type column.

I then built a report and in the "Who" section only selected one name. Even the rows containing multiple people populated in my report if one of those names was the name selected.

In your screenshot, it appears that you have two contacts selected. Are there any rows that have both of those people populated?

Paul Newcome

In my testing, I assigned multiple users to the same row using a multi-select contact type column.

I then built a report and in the "Who" section only selected one name. Even the rows containing multiple people populated in my report if one of those names was the name selected.

In your screenshot, it appears that you have two contacts selected. Are there any rows that have both of those people populated?

wboyle111121

Thanks Paul.

I had a fail on my end. I had our Intake sheet setup as a multi select contact column, but managed to skip that step in our aggregate sheet. After updating the aggregate sheet column, the report is working properly. Appreciate your quick testing and followup!

Paul Newcome

Happy to help! 👍️